If you are a Project Admin, you can download, fill out and send the spreadsheet found at the bottom of this article to 'help@siteassist.co'.
We will then be able to invite all of the Users to the project with the correct permissions.
There are 3 roles available for a Project.
Permission | Project Admin | User | Project Viewer |
View all of the permit, checklist & register information available for a project | ✓ | ✓ | ✓ |
View all of the analytics available for a project | ✓ | ✓ | ✓ |
Download a permit or checklist Register for a project | ✓ | ✓ | ✓ |
View a timeline of all actions that have been done on a project | ✓ |
| ✓ |
Raise new permits | ✓ (can be done by default, unless limited by an auth group. Need to be in auth group if one exists for this permission) | ✓ (can be done by default, unless limited by an auth group. Need to be in auth group if one exists for this permission) |
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Raise new checklists | ✓ | ✓ |
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Issue new permits | ✓ (can be done by default, unless limited by an auth group. Need to be in auth group if one exists for this permission) | ✓ (need to be in an Auth Group that grants this permission) |
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Clone an existing permit or checklist | ✓ | ✓ |
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Add Users to a Project | ✓ | ✓ (need to be granted this permission by a Project Admin) |
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Remove Users, Project Admins or Project Viewers from a project | ✓ |
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Change a User, Project Admin or Project Viewer's role on a project | ✓ |
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Download a User register for a project | ✓ |
| ✓ |
Add Project Viewers to a project | ✓ |
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Add Project Admins to a project | ✓ |
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Approve extensions | ✓ (can be done by default, unless limited by an auth group. Need to be in auth group if one exists for this permission) | ✓ (need to be in an Auth Group that grants this permission) |
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Approve or reject a permit | ✓ (can be done by default, unless limited by an auth group. Need to be in auth group if one exists for this permission) | ✓ (need to be in an Auth Group that grants this permission) |
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Request for changes to be made to a permit that's awaiting approval | ✓ (can be done by default, unless limited by an auth group. Need to be in auth group if one exists for this permission) | ✓ (need to be in an Auth Group that grants this permission) |
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Approve a permit transfer | ✓ (can be done by default, unless limited by an auth group. Need to be in auth group if one exists for this permission) | ✓ (need to be in an Auth Group that grants this permission) |
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Sign off a permit that has had its work declared complete | ✓ (can be done by default, unless limited by an auth group. Need to be in auth group if one exists for this permission) | ✓ (need to be in an Auth Group that grants this permission) |
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Cancel a permit that is not closed | ✓ (can be done by default, unless limited by an auth group. Need to be in auth group if one exists for this permission) | ✓ (need to be in an Auth Group that grants this permission) |
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Add or remove a new permit or checklist type to a project | ✓ |
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Create or delete an auth group | ✓ |
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Edit the permit permissions of a Project Admin or User via an auth group | ✓ |
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Add or remove people from an auth group | ✓ |
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Edit the locations that need to be selected when a permit or checklist is raised | ✓ |
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Add or remove a PDF plan to a location | ✓ |
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Add project-specific questions to a permit type that has been added to a project | ✓ |
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Edit the geolocation features available for each permit type for a project | ✓ |
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Change the default location shown for a project map | ✓ |
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